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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,821 | $165,381-65.0% | $149,730-61.4% | $158,966-63.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.92% | 348.29%-338.4pp | 276.70%-266.8pp | 302.95%-293.0pp |
| Employer contribution / active EE | $2,127 | $5,104-58.3% | $4,645-54.2% | $4,762-55.3% |
| Participant deferral / active EE | $2,544 | $7,182-64.6% | $6,843-62.8% | $5,983-57.5% |
| Admin fee / account holder | $73,442 | $10,809+579.4% | $9,310+688.8% | $11,250+552.8% |